+77.6%
V vs ADI
+127.5%
-49.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | +2.2% | -12.8% | +15.0% | +3.8% |
| 30D | +13.6% | -11.3% | +24.9% | +15.1% |
| 3M | +14.3% | -3.4% | +17.6% | +14.3% |
| 6M | +33.1% | -12.0% | +45.1% | +34.1% |
| YTD | +21.2% | +35.3% | -14.0% | +11.4% |
| 1Y | +26.4% | +58.1% | -31.6% | +12.3% |
| 3Y | +77.6% | +127.4% | -49.8% | +43.0% |
| All | +77.6% | +127.5% | -49.9% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ADI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling